How Our Team Works

The investment quorum team, and we are a team, we are a boutique. There is myself, there is the Director Private Clients, Petronella West and she has around 25 years of financial planning experience and my Chief Investment Officer, Peter Lowman, has over 40 years professional investment market experience mainly gathered at Cazenove’s but for the last 7 years within Investment Quorum.
The Customer Care Team, Operations, Lisa Ryall and Paul Goodrich have been around for many, many years. We are a very stable team, people tend not to come and go and there as many support members of our team as advisers in the team and we think that this is incredibly important.
We work on a very collegiate basis, everyone is involved with everyone but, of course, clients want stability of advice so they will have a nominated adviser who always looks after them. That’s not to say that they are the only one to work with the client but they always have a named adviser. In fact what we have seen as clients arrive to us from larger organisations they have become very fed up there with being passed from pillar to post, people have come and people go and they have to constantly re-explain what they are looking for so that is not the way we operate.
At Investment Quorum clients it’s a very stable team where you are looked after by the same people.
The IQ Website: http://www.investmentquorum.com
For more of our videos : http://www.investmentquorum.com/videos /
The IQ Team: http://www.investmentquorum.com/company/team/
IQ News: http://www.investmentquorum.com/news/
IQ Facebook: http://www.facebook.com/investmentquorum
IQ Twitter: http://www.twitter.com/iqwealth
IQ LinkedIn: http://www.uk.linkedin.com/company/investment-quorum-limited

Previous Video

Spears Interview with Investment Quorum CEO

Lee Robertson interviewed on Investment Quorum upon being named as one of the UKs top wealth managers

Next Video

The Importance Of Pension Planning

Pensions are a big issue in financial planning and wealth management. Particularly at the moment as there ...